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|Event Name:||Living Trust Documents|
|Date:||Thursday, November 15, 2018 10:00am CST|
|Panelist(s) Info:||Terri D. Thomas (Bio)
Terri D. Thomas is Senior VP and Legal Department Director for the Kansas Bankers Association. Prior to this, she was with "Bankers Choice," a financial consulting firm. Before this, Terri was employed in the financial industry for over twenty-three years in various capacities. Most notably, she served for fourteen years as in-house legal counsel and trust officer for Bank of America and its Kansas predecessors. Receiving her Bachelor of Arts degree from Kansas State University in 1985, Terri continued her education at Washburn University School of Law and obtained her Juris Doctor in 1988.
Currently, she serves as an adjunct instructor at Washburn University School of Law. She has previously been an adjunct instructor at the University of Kansas School of Law, and is a frequent presenter for banking schools and financial associations.
|Credits:||2.5 CE Credits|
Financial institutions are required to complete transactions for customers who have created revocable and irrevocable trusts. To protect your financial institution's interests when using these documents, it is imperative to understand the basic do's and don'ts. This presentation will provide financial institution personnel with best practices to use when dealing with these complex legal documents.
Who should attend?
Financial institution employees involved with opening new accounts, deposit or loan documentation and operations.